Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: daryll40 who wrote (48704)	7/4/2001 11:20:19 AM
From: Jerome	Read Replies (2) \| Respond to of 70976

Daryll 40..... I and every thread viewer here hopes that you are right and that I'm dead wrong What concerns me is that if a recovery is on the way then the option put premiums should be going down, In the semi-equipment area that is just not the case. Look at some AMAT 30 and 40 puts about a year out. A thread viewer alerted me to the premiums which should be non existent if there is conviction about an uptrend.. I would say that there are more bears betting against the semis than there are bulls.That could also be viewed as a contrary indicator. Of note the AMAT July 55 contract was the most active AMAT contract yesterday. Thanks for your input..... Regards, Jerome